At a Glance
- Tasks: Lead a team to provide exceptional wealth advisory services and support client growth.
- Company: Isio Group, a reputable firm in the Wealth Planning Industry.
- Benefits: Career development, flexible work options, and a culture that rewards high performance.
- Other info: Join a diverse team with nationwide opportunities and a focus on work-life balance.
- Why this job: Make a real impact in wealth management while leading a dynamic team.
- Qualifications: Extensive leadership experience in wealth planning and strong client service skills.
The predicted salary is between 80000 - 100000 £ per year.
The Regional Head of Wealth Advisory will support and lead the team in providing exceptional advice and service to clients.
Responsibilities
- Building our profile, reputation and engagement internally and externally.
- Supporting our continued growth as a business through advising and servicing both new and existing clients.
- Leading the team to meet our objectives of growth.
- Supporting the Financial Advisers in providing outstanding advice and service to clients both through initial and on-going advice.
- Leading in the building of the profile of Isio Wealth Planning and Isio in the region, supporting the Financial Advisers in networking and engaging internally and externally.
- Ensuring Isio Wealth Planning is an established, credible and integrated part of the proposition that adds value to both introducers and clients.
- Ensuring all advice is compliant and meets the high standards we are reputed for.
- Being responsible for the performance and management of the team.
- Contributing to, and on occasion leading, key committee meetings, including the Investment Committee and the Operations Committee.
- Working closely with the Training & Competency Manager to identify training and development needs and support the implementation of business plans across the team.
- Collaborating with other service lines to encourage cross-selling opportunities across mutual clients and professional connections.
- Maintaining a strong presence of the Wealth service by attending national and local team meetings and representing the function within the wider business.
- Working closely with the Operations Manager to ensure processes and change initiatives are effectively adopted, and supporting transitions and new developments.
Qualifications
- Extensive management and leadership experience within the Wealth Planning Industry, backed by a curious and rigorous mindset.
- Experience managing and developing a team of advisers in the financial planning sector.
- Technical competence in financial planning, ideally Chartered Financial Planner, with extensive experience in a financial planning or wealth management business.
- Ability to work both independently and collaboratively with the team and wider business.
- Experience in business development and building an established network of external firms that introduced potential clients.
- Demonstrated highest standards of client advice and service.
Benefits
We offer career development through an evolving client base, diverse and meaningful work, nationwide opportunities and a culture that rewards high performance and accountability. We support a hybrid, flexible approach to work that promotes work-life balance.
Equal Opportunities
Isio Group is an equal opportunities employer and welcomes applications from all suitably qualified candidates.
Wealth Advisory - Regional Head employer: Isio
Isio Group is an exceptional employer that prioritises career development and offers a dynamic work culture, particularly for the Regional Head of Wealth Advisory role. With a commitment to flexible working arrangements and a focus on high performance, employees benefit from diverse opportunities and a supportive environment that fosters both personal and professional growth. The company's strong reputation in the Wealth Planning industry, combined with its emphasis on collaboration and client service, makes it an attractive place for those seeking meaningful and rewarding employment.
